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Duration 20 hours
Course Outline
1. Integration Foundations and Initial Assessment
- Operational Automation and Digital Ecosystems
- Architectural benefits and value of integrated systems
- Integration methodologies: native, connector-based, and API-driven
- Essential tools: Zapier, Make, API Connector, and Power Automate
- Internal Process Mapping
- Identifying current workflows and pinpointing areas for enhancement
- Defining clear objectives and efficiency metrics
- Documenting existing ("as is") flows and designing future ("to be") states
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Connecting Trello and Google Workspace
- Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automating reporting and file uploads
- Drive integration and managing version control
- Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Synchronizing task statuses with delivery dates
- Applied Case Study: Collaborative project management in Trello supported by automated Google Sheets dashboards
3. QuickBooks Integration and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget monitoring and reconciliation via Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial oversight
- Automatic task status updates driven by budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Application scenarios: task alerts, billing reminders, and customer follow-ups
- Practical workflow: "Event in Trello or QuickBooks → automatic message via WhatsApp."
- Combined Case Study: Project → accounting record → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication mechanisms (OAuth, tokens)
- Managing roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active workflows
- Handling errors and alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical sessions
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and specialists driving innovation or digital transformation initiatives
Testimonials (3)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
The final day which is the Machine Learning Topic